Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,926
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$656M
3
+$614M
4
DIS icon
Walt Disney
DIS
+$506M
5
UNP icon
Union Pacific
UNP
+$481M

Top Sells

1
+$1.46B
2
+$645M
3
+$608M
4
MA icon
Mastercard
MA
+$597M
5
V icon
Visa
V
+$521M

Sector Composition

1 Technology 10.49%
2 Financials 9.93%
3 Healthcare 8.25%
4 Consumer Discretionary 7.16%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$5.67M ﹤0.01%
248,557
+20,512
2802
$5.66M ﹤0.01%
139,878
+75,892
2803
$5.66M ﹤0.01%
131,204
+44,120
2804
$5.66M ﹤0.01%
221,556
-6,397
2805
$5.66M ﹤0.01%
182,268
-4,992
2806
$5.65M ﹤0.01%
420,601
-13,179
2807
$5.64M ﹤0.01%
63,299
+4,378
2808
$5.64M ﹤0.01%
84,843
-87,645
2809
$5.63M ﹤0.01%
206,945
-26,103
2810
$5.62M ﹤0.01%
73,878
+5,510
2811
$5.62M ﹤0.01%
393,057
+288,307
2812
$5.62M ﹤0.01%
1,312,542
+151,065
2813
$5.62M ﹤0.01%
127,262
-38,032
2814
$5.61M ﹤0.01%
346,554
-35,735
2815
$5.61M ﹤0.01%
160,250
+58,291
2816
$5.6M ﹤0.01%
96,531
-437
2817
$5.6M ﹤0.01%
375,641
+34,535
2818
$5.59M ﹤0.01%
110,788
+31,561
2819
$5.59M ﹤0.01%
89,104
+25,450
2820
$5.59M ﹤0.01%
169,333
+18,051
2821
$5.58M ﹤0.01%
735,675
-252,921
2822
$5.58M ﹤0.01%
131,856
-4,025
2823
$5.57M ﹤0.01%
420,347
+111,157
2824
$5.56M ﹤0.01%
457,650
-37,599
2825
$5.54M ﹤0.01%
414,290
+11,426
111 112
113
114 115